Jetbuilt

Create customized sets of labor rates that you can apply to certain projects or clients.

Labor Pricing Programs

How to create multiple office locations within your company.

Create Office Locations

Setting up default shipping methods for purchasing

How to Set a Shipping Method

This article will discuss enhanced functionality for Office locations within your Company

Office Level Pricing Programs and Factors

Use labor preset tool to quickly add labor to item in your projects

Labor Presets

How to set your company's default purchasing and selling currencies

Setting Up Purchasing/Selling Currencies

Adjusting Email Notifications

Set which labor units open by default when editing line items

How to Set Default Labor Units

Creating Service Packages

How to tailor your Builder Search results to only show products for which you have connected dealer pricing

Connected Products Search

Whitelist Jetbuilt to sync your Google Workspace email account to your Jetbuilt account.

Whitelisting Jetbuilt for Google Workspace Admins

How to create a factor to add specific labor-type hours per days a labor category.

Factors: Hours per Day of Labor

How to Set your Currency

Access All Projects Permission

Clayton

Christa Moody

Paul Dexter

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

Settings

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Turn on/off Push New Items to Database

Learn how to translate your labor types when using reports in different languages.

Labor Type Translations

Now, each Office in your company can have their own labor rates

Unique Office Labor Rates

How to change whether your products are favorited when added to a project by default

Automatically Favorite Items

Two-Factor Authentication

How to set up default tax on equipment, shipping, and labor rates.

Default Tax Preferences

Requiring projects to be approved by a Manager before proposals are sent out.

Manager Approval

How to create and edit Labor Rates and Costs for your company

Set Default Labor Rates and Costs

How to set up default rooms and systems that will appear in a checklist for each project you create.

Default Rooms and Systems

How to edit project numbers, or change your company's default project numbering format.

Custom Project Numbers

How to set up your company account as a Jetbuilt Admin

Edit Company Settings

Creating Factors

Company Settings

Where to find projects that belonged to a Jetbuilt user that is now deactivated.

What happens to a user's projects when they're deactivated?

Here's an explanation of the different roles/permissions a user can have.

User Permission Breakdown

How to add additional users to your account

Add Users

How to deactivate a user, or reactivate a deactivated user.

Deactivate Or Reactivate A User

Team Settings

How to Change Billing Permissions and Recipients

Manage Billing Information and Billing Email

Create Subscription

How to update your credit card payment information

Update Credit Card

Change the Plan

Cancel Subscription

Billing

How to connect and use our DocuSign Integration

DocuSign Integration

Setting up the integration with Acumatica

Connecting to Acumatica

How to export your project to your Google account

Google Sheets Integration

How to connect your Jetbuilt account to Quickbooks Online

How to Set Up Your Quickbooks Online Integration

Integrations

Find answers and get help from Intercom Support and Community Experts

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